13F QoQ Ownership Changes
ALB-PA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 256 new · 249 added · 404 reduced · 108 exited
New Positions(256)
Added To(249)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 8,737,731 | +477,367 | $1.24B | +$566.1M | 5.8% |
| CITADEL ADVISORS LLC | 6,703,672 | +1,904,099 | $948.2M | +$559.0M | 39.7% |
| JANE STREET GROUP, LLC | 5,677,347 | +2,206,204 | $803.0M | +$521.6M | 63.5% |
| STATE STREET CORP | 5,686,185 | +69,009 | $806.5M | +$348.8M | 1.2% |
| TORONTO DOMINION BANK | 1,678,539 | +1,654,889 | $237.8M | +$235.8M | 6997.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,000,953 | +2,440 | $423.7M | +$181.0M | 0.1% |
| EARNEST PARTNERS LLC | 1,630,394 | +207,770 | $230.6M | +$115.3M | 14.6% |
| JPMORGAN CHASE & CO | 1,125,120 | +541,725 | $159.1M | +$111.8M | 92.8% |
| MILLENNIUM MANAGEMENT LLC | 1,020,377 | +565,010 | $144.3M | +$107.4M | 124.1% |
| GOLDMAN SACHS GROUP INC | 1,241,106 | +253,881 | $175.5M | +$95.5M | 25.7% |
| NORGES BANK | 1,168,488 | +226,167 | $165.3M | +$76.0M | 24.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 923,071 | +191,582 | $130.6M | +$71.3M | 26.2% |
| Walleye Trading LLC | 1,040,368 | +95,792 | $147.1M | +$70.6M | 10.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,144,104 | +2,612 | $161.8M | +$69.3M | 0.2% |
| Bank of New York Mellon Corp | 890,327 | +158,713 | $125.9M | +$66.6M | 21.7% |
| Portman Square Capital LLP | 615,657 | +341,376 | $87.1M | +$64.8M | 124.5% |
| Connor, Clark & Lunn Investment Management Ltd. | 497,313 | +377,029 | $70.3M | +$60.6M | 313.4% |
| Point72 Asset Management, L.P. | 401,100 | +367,700 | $56.7M | +$54.0M | 1100.9% |
| NATIXIS | 399,523 | +289,523 | $56.5M | +$47.6M | 263.2% |
| SEI INVESTMENTS CO | 648,300 | +89,745 | $91.7M | +$46.4M | 16.1% |
| CITIGROUP INC | 451,311 | +215,381 | $63.8M | +$44.7M | 91.3% |
| RENAISSANCE TECHNOLOGIES LLC | 409,345 | +221,137 | $57.9M | +$42.6M | 117.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 320,498 | +232,764 | $45.3M | +$38.2M | 265.3% |
| Balyasny Asset Management L.P. | 536,413 | +63,554 | $75.9M | +$37.5M | 13.4% |
| AMERIPRISE FINANCIAL INC | 263,208 | +200,817 | $37.2M | +$32.2M | 321.9% |
| Allianz Asset Management GmbH | 417,710 | +48,229 | $59.1M | +$29.1M | 13.1% |
| Legal & General Group Plc | 349,911 | +98,394 | $49.5M | +$29.1M | 39.1% |
| BANK OF NOVA SCOTIA | 203,981 | +199,971 | $28.9M | +$28.5M | 4986.8% |
| Nuveen, LLC | 312,460 | +65,579 | $44.2M | +$24.2M | 26.6% |
| WOLVERINE ASSET MANAGEMENT LLC | 200,800 | +123,600 | $28.4M | +$22.1M | 160.1% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 161,279 | +129,100 | $22.8M | +$20.2M | 401.2% |
| Walleye Capital LLC | 269,021 | +26,598 | $38.1M | +$18.4M | 11.0% |
| ENVESTNET ASSET MANAGEMENT INC | 255,022 | +24,974 | $36.1M | +$17.4M | 10.8% |
| California Public Employees Retirement System | 228,272 | +38,523 | $32.3M | +$16.9M | 20.3% |
| NATIONAL BANK OF CANADA /FI/ | 143,287 | +98,763 | $20.3M | +$16.7M | 221.8% |
| RAYMOND JAMES FINANCIAL INC | 190,469 | +55,343 | $26.9M | +$16.0M | 41.0% |
| Old West Investment Management, LLC | 137,152 | +83,206 | $19.4M | +$15.0M | 154.2% |
| BW Gestao de Investimentos Ltda. | 132,250 | +85,320 | $18.7M | +$14.9M | 181.8% |
| Swiss National Bank | 232,106 | +4,000 | $32.8M | +$14.3M | 1.8% |
| STRS OHIO | 95,815 | +93,005 | $13.6M | +$13.3M | 3309.8% |
| BANK OF MONTREAL /CAN/ | 191,626 | +2,711 | $27.1M | +$11.8M | 1.4% |
| ALPS ADVISORS INC | 160,095 | +20,413 | $22.6M | +$11.3M | 14.6% |
| Focus Partners Wealth | 80,924 | +76,251 | $11.4M | +$11.1M | 1631.7% |
| J. Safra Sarasin Holding AG | 84,011 | +69,850 | $11.9M | +$10.7M | 493.3% |
| OLD NATIONAL BANCORP /IN/ | 137,265 | +22,254 | $19.4M | +$10.1M | 19.3% |
| Weiss Asset Management LP | 71,348 | +66,728 | $10.1M | +$9.7M | 1444.3% |
| Quantinno Capital Management LP | 122,113 | +25,389 | $17.3M | +$9.4M | 26.2% |
| PRINCIPAL FINANCIAL GROUP INC | 129,869 | +3,171 | $18.4M | +$8.1M | 2.5% |
| Tidal Investments LLC | 72,361 | +45,423 | $10.2M | +$8.1M | 168.6% |
| Vontobel Holding Ltd. | 96,431 | +25,571 | $13.6M | +$7.9M | 36.1% |
| Brandywine Global Investment Management, LLC | 81,595 | +36,046 | $11.5M | +$7.8M | 79.1% |
| Voya Investment Management LLC | 87,361 | +30,863 | $12.4M | +$7.8M | 54.6% |
| FMR LLC | 73,973 | +33,710 | $10.5M | +$7.2M | 83.7% |
| WINTON GROUP Ltd | 95,264 | +17,467 | $13.5M | +$7.2M | 22.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 111,574 | +1,847 | $15.8M | +$6.9M | 1.7% |
| Hardman Johnston Global Advisors LLC | 105,498 | +166 | $14.9M | +$6.4M | 0.1% |
| PATTON FUND MANAGEMENT, INC. | 45,285 | +42,266 | $6.4M | +$6.2M | 1400.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 90,040 | +2,000 | $12.7M | +$5.6M | 2.3% |
| Verition Fund Management LLC | 76,178 | +5,600 | $10.8M | +$5.1M | 7.9% |
| SCOTIA CAPITAL INC. | 46,406 | +23,660 | $6.6M | +$4.7M | 104.0% |
| IEQ CAPITAL, LLC | 34,234 | +31,675 | $4.8M | +$4.6M | 1237.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,935 | +11,664 | $8.1M | +$4.4M | 25.8% |
| IMC-Chicago, LLC | 42,929 | +21,571 | $6.1M | +$4.3M | 101.0% |
| State of Tennessee, Department of Treasury | 41,825 | +6,042 | $7.1M | +$4.2M | 16.9% |
| M&T Bank Corp | 52,823 | +10,576 | $7.5M | +$4.0M | 25.0% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 38,922 | +20,272 | $5.5M | +$4.0M | 108.7% |
| Greenline Partners, LLC | 65,345 | +87 | $9.2M | +$4.0M | 0.1% |
| Gotham Asset Management, LLC | 39,803 | +18,764 | $5.6M | +$3.9M | 89.2% |
| &PARTNERS | 46,248 | +43,523 | $6.5M | +$3.7M | 1597.2% |
| Edgestream Partners, L.P. | 48,247 | +5,762 | $6.8M | +$3.4M | 13.6% |
| NISA INVESTMENT ADVISORS, LLC | 51,294 | +311 | $7.3M | +$3.1M | 0.6% |
| PNC Financial Services Group, Inc. | 39,913 | +5,337 | $5.6M | +$2.8M | 15.4% |
| AMERICAN CENTURY COMPANIES INC | 39,054 | +5,704 | $5.5M | +$2.8M | 17.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | 43,138 | +1,938 | $6.1M | +$2.8M | 4.7% |
| Occidental Asset Management, LLC | 42,502 | +1,641 | $6.0M | +$2.7M | 4.0% |
| Rockefeller Capital Management L.P. | 43,755 | +595 | $6.2M | +$2.7M | 1.4% |
| NEUBERGER BERMAN GROUP LLC | 30,722 | +9,181 | $4.3M | +$2.6M | 42.6% |
| Fiduciary Alliance LLC | 38,916 | +2,806 | $5.5M | +$2.6M | 7.8% |
| READYSTATE ASSET MANAGEMENT LP | 32,279 | +6,829 | $4.6M | +$2.5M | 26.8% |
| CIBC Asset Management Inc | 26,361 | +11,218 | $3.7M | +$2.5M | 74.1% |
| PINNACLE ASSOCIATES LTD | 37,439 | +2,061 | $5.3M | +$2.4M | 5.8% |
| Corient Private Wealth LLC | 33,471 | +16,442 | $3.8M | +$2.4M | 96.5% |
| Cerity Partners LLC | 26,952 | +9,124 | $3.8M | +$2.4M | 51.2% |
| Mirae Asset Global Investments Co., Ltd. | 36,987 | +1,503 | $5.2M | +$2.4M | 4.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 30,006 | +4,650 | $4.2M | +$2.2M | 18.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 22,252 | +9,646 | $3.2M | +$2.1M | 76.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 24,137 | +8,445 | $3.4M | +$2.1M | 53.8% |
| Ethic Inc. | 26,679 | +6,503 | $3.8M | +$2.1M | 32.2% |
| FEDERATED HERMES, INC. | 33,283 | +429 | $4.7M | +$2.0M | 1.3% |
| Prospera Financial Services Inc | 20,816 | +9,018 | $2.9M | +$2.0M | 76.4% |
| JONES FINANCIAL COMPANIES LLLP | 35,947 | +631 | $5.1M | +$2.0M | 1.8% |
| Czech National Bank | 31,032 | +1,142 | $4.4M | +$2.0M | 3.8% |
| TD Asset Management Inc | 28,679 | +2,743 | $4.1M | +$2.0M | 10.6% |
| Banco Santander, S.A. | 19,133 | +9,575 | $2.7M | +$1.9M | 100.2% |
| FIFTH THIRD BANCORP | 29,905 | +1,145 | $4.2M | +$1.9M | 4.0% |
| KLP KAPITALFORVALTNING AS | 25,900 | +1,400 | $3.7M | +$1.7M | 5.7% |
| Legacy Trust | 25,578 | +1,599 | $3.6M | +$1.7M | 6.7% |
| MML INVESTORS SERVICES, LLC | 21,475 | +4,025 | $3.0M | +$1.6M | 23.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,263 | +7,099 | $2.2M | +$1.5M | 87.0% |
| BROWN BROTHERS HARRIMAN & CO | 21,705 | +1,005 | $3.1M | +$1.4M | 4.8% |
| Creative Planning | 18,497 | +2,947 | $2.6M | +$1.4M | 18.9% |
| SPROTT INC. | 11,852 | +7,355 | $1.7M | +$1.3M | 163.6% |
| Vanguard Personalized Indexing Management, LLC | 17,848 | +2,721 | $2.5M | +$1.3M | 18.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,644 | +2,007 | $2.6M | +$1.3M | 12.1% |
| JT Stratford LLC | 14,727 | +4,480 | $2.1M | +$1.3M | 43.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,204 | +2,487 | $2.5M | +$1.2M | 15.8% |
| Krane Funds Advisors LLC | 23,225 | +346 | $3.3M | +$1.2M | 1.5% |
| NEOS Investment Management LLC | 15,125 | +2,581 | $2.1M | +$1.1M | 20.6% |
| Allspring Global Investments Holdings, LLC | 11,589 | +4,927 | $1.7M | +$1.1M | 74.0% |
| VICTORY CAPITAL MANAGEMENT INC | 16,657 | +1,036 | $2.4M | +$1.1M | 6.6% |
| Eagle Bluffs Wealth Management LLC | 16,068 | +987 | $2.3M | +$1.1M | 6.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,532 | +1,281 | $1.9M | +$1.0M | 12.5% |
| Pathstone Holdings, LLC | 13,746 | +2,068 | $1.9M | +$997.4K | 17.7% |
| Mitsubishi UFJ Trust & Banking Corp | 6,918 | +6,764 | $978.5K | +$966.0K | 4392.2% |
| Quent Capital, LLC | 6,673 | +6,549 | $943.8K | +$933.8K | 5281.4% |
| SUMMIT SECURITIES GROUP LLC | 6,676 | +6,472 | $944.3K | +$927.7K | 3172.5% |
| Federation des caisses Desjardins du Quebec | 12,675 | +1,203 | $1.8M | +$862.6K | 10.5% |
| Banque Cantonale Vaudoise | 5,894 | +628 | $834.0K | +$833.6K | 11.9% |
| Cove Private Wealth, LLC | 13,400 | +50 | $1.9M | +$812.9K | 0.4% |
| XPONANCE, INC. | 11,125 | +1,705 | $1.6M | +$809.7K | 18.1% |
| Unison Advisors LLC | 12,958 | +53 | $1.8M | +$786.5K | 0.4% |
| U.S. Capital Wealth Advisors, LLC | 8,970 | +3,784 | $1.1M | +$717.4K | 73.0% |
| NewEdge Advisors, LLC | 7,939 | +2,936 | $1.1M | +$717.3K | 58.7% |
| Opes Wealth Management LLC | 9,198 | +1,567 | $1.3M | +$682.2K | 20.5% |
| REGATTA CAPITAL GROUP, LLC | 9,475 | +763 | $1.3M | +$633.8K | 8.8% |
| MONEY CONCEPTS CAPITAL CORP | 10,302 | +142 | $1.5M | +$633.4K | 1.4% |
| CLOVERFIELDS CAPITAL GROUP, LP | 8,168 | +1,610 | $1.2M | +$623.6K | 24.6% |
| GAMMA Investing LLC | 8,319 | +796 | $1.2M | +$566.7K | 10.6% |
| CoreCap Advisors, LLC | 4,727 | +3,437 | $668.7K | +$564.0K | 266.4% |
| MGO ONE SEVEN LLC | 8,199 | +574 | $1.2M | +$541.4K | 7.5% |
| CIBC Private Wealth Group LLC | 8,641 | +76 | $1.2M | +$527.7K | 0.9% |
| GREENLEAF TRUST | 7,353 | +882 | $1.0M | +$515.3K | 13.6% |
| Norinchukin Bank, The | 7,637 | +515 | $1.1M | +$502.7K | 7.2% |
| MUFG Securities EMEA plc | 4,830 | +2,577 | $683.2K | +$500.5K | 114.4% |
| MACQUARIE GROUP LTD | 5,148 | +2,305 | $728.1K | +$497.6K | 81.1% |
| Norway Savings Bank | 7,616 | +453 | $1.1M | +$496.4K | 6.3% |
| INCEPTIONR LLC | 7,235 | +346 | $1.0M | +$464.8K | 5.0% |
| Wealthfront Advisers LLC | 5,645 | +1,406 | $798.4K | +$454.7K | 33.2% |
| Atria Investments, Inc | 6,985 | +377 | $987.9K | +$452.1K | 5.7% |
| Legacy Capital Group California, Inc. | 6,080 | +917 | $860.0K | +$441.3K | 17.8% |
| CAPTRUST FINANCIAL ADVISORS | 6,450 | +551 | $912.2K | +$433.9K | 9.3% |
| Aberdeen Group plc | 7,844 | +37 | $1.1M | +$431.2K | 0.5% |
| Farther Finance Advisors, LLC | 5,308 | +1,317 | $750.7K | +$427.2K | 33.0% |
| Canada Post Corp Registered Pension Plan | 3,971 | +2,420 | $561.7K | +$426.9K | 156.0% |
| Merit Financial Group, LLC | 5,316 | +1,140 | $752.0K | +$413.3K | 27.3% |
| BLAIR WILLIAM & CO/IL | 6,474 | +260 | $915.6K | +$411.8K | 4.2% |
| Tower Research Capital LLC (TRC) | 5,600 | +831 | $792.1K | +$405.4K | 17.4% |
| Maryland State Retirement & Pension System | 5,883 | +400 | $832.1K | +$387.5K | 7.3% |
| BROWN ADVISORY INC | 5,964 | +315 | $843.5K | +$385.5K | 5.6% |
| Sequoia Financial Advisors, LLC | 5,295 | +642 | $749.0K | +$371.6K | 13.8% |
| Eaton Financial Holdings Company, LLC | 5,769 | +66 | $815.9K | +$353.5K | 1.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,153 | +345 | $738.5K | +$350.3K | 7.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,680 | +761 | $661.9K | +$344.2K | 19.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,105 | +420 | $722.1K | +$342.2K | 9.0% |
| Everhart Financial Group, Inc. | 3,806 | +1,317 | $538.3K | +$336.5K | 52.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,277 | +155 | $746.4K | +$331.1K | 3.0% |
| Tweedy, Browne Co LLC | 4,517 | +648 | $638.9K | +$325.2K | 16.7% |
| QRG CAPITAL MANAGEMENT, INC. | 4,363 | +553 | $617.1K | +$308.2K | 14.5% |
| Global Retirement Partners, LLC | 2,662 | +1,783 | $376.5K | +$305.2K | 202.8% |
| iSAM Funds (UK) Ltd | 3,304 | +1,302 | $467.3K | +$305.0K | 65.0% |
| Clearstead Advisors, LLC | 4,719 | +205 | $667.5K | +$301.5K | 4.5% |
| Dana Investment Advisors, Inc. | 4,805 | +38 | $679.6K | +$293.1K | 0.8% |
| TD Waterhouse Canada Inc. | 4,039 | +670 | $571.2K | +$286.6K | 19.9% |
| Blue Trust, Inc. | 4,095 | +445 | $579.2K | +$283.3K | 12.2% |
| OneDigital Investment Advisors LLC | 3,700 | +665 | $523.4K | +$277.3K | 21.9% |
| Balboa Wealth Partners | 3,652 | +502 | $516.5K | +$261.1K | 15.9% |
| MACKENZIE FINANCIAL CORP | 4,052 | +153 | $574.3K | +$258.2K | 3.9% |
| CITY HOLDING CO | 3,515 | +495 | $497.2K | +$252.3K | 16.4% |
| DOVER ADVISORS, LLC | 4,111 | +38 | $583.1K | +$251.2K | 0.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,760 | +10 | $531.8K | +$227.8K | 0.3% |
| RITHOLTZ WEALTH MANAGEMENT | 3,436 | +230 | $485.9K | +$226.0K | 7.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3,592 | +67 | $508.1K | +$222.2K | 1.9% |
| GHP Investment Advisors, Inc. | 3,619 | +7 | $511.8K | +$219.0K | 0.2% |
| Orion Porfolio Solutions, LLC | 3,469 | +79 | $490.6K | +$215.8K | 2.3% |
| Sowell Financial Services LLC | 3,142 | +318 | $444.4K | +$215.4K | 11.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,402 | +27 | $481.2K | +$207.5K | 0.8% |
| Quotient Wealth Partners, LLC | 3,163 | +85 | $447.4K | +$197.8K | 2.8% |
| Foster Group, Inc. | 2,956 | +13 | $418.1K | +$179.5K | 0.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,697 | +191 | $381.5K | +$178.3K | 7.6% |
| Ballentine Partners, LLC | 2,761 | +35 | $390.5K | +$169.5K | 1.3% |
| MATHER GROUP, LLC. | 1,646 | +823 | $232.7K | +$166.1K | 100.0% |
| Keystone Financial Group | 2,275 | +293 | $321.7K | +$161.1K | 14.8% |
| Ethos Financial Group, LLC | 2,593 | +43 | $367.8K | +$160.0K | 1.7% |
| DANSKE BANK A/S | 2,200 | +300 | $311.2K | +$157.1K | 15.8% |
| Parallel Advisors, LLC | 2,468 | +60 | $349.1K | +$153.9K | 2.5% |
| BNP PARIBAS | 2,423 | +78 | $342.7K | +$152.6K | 3.3% |
| Cedar Wealth Management, LLC | 1,669 | +545 | $236.1K | +$144.9K | 48.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,537 | +432 | $217.4K | +$127.8K | 39.1% |
| VAN ECK ASSOCIATES CORP | 1,357,538 | +341,150 | $192.0K | +$109.6K | 33.6% |
| Smartleaf Asset Management LLC | 1,399 | +269 | $198.7K | +$100.5K | 23.8% |
| HARBOUR INVESTMENTS, INC. | 1,463 | +85 | $206.9K | +$95.2K | 6.2% |
| SIGNATUREFD, LLC | 1,402 | +102 | $198.3K | +$92.9K | 7.8% |
| EverSource Wealth Advisors, LLC | 960 | +283 | $135.8K | +$80.9K | 41.8% |
| Steward Partners Investment Advisory, LLC | 774 | +414 | $109.4K | +$80.3K | 115.0% |
| MassMutual Private Wealth & Trust, FSB | 1,047 | +60 | $148.1K | +$68.1K | 6.1% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1,008 | +10 | $142.6K | +$61.7K | 1.0% |
| Bangor Savings Bank | 777 | +148 | $109.9K | +$58.9K | 23.5% |
| ASSETMARK, INC | 782 | +77 | $110.7K | +$53.5K | 10.9% |
| Handelsbanken Fonder AB | 379,127 | +298,207 | $53.6K | +$47.1K | 368.5% |
| Spire Wealth Management | 565 | +121 | $79.9K | +$43.9K | 27.3% |
| TD PRIVATE CLIENT WEALTH LLC | 652 | +3 | $92.2K | +$39.6K | 0.5% |
| Rakuten Securities, Inc. | 566 | +8 | $80.1K | +$34.8K | 1.4% |
| Root Financial Partners, LLC | 299 | +164 | $42.3K | +$31.3K | 121.5% |
| Geneos Wealth Management Inc. | 423 | +14 | $59.8K | +$26.7K | 3.4% |
| Deseret Mutual Benefit Administrators | 321 | +55 | $45.4K | +$23.8K | 20.7% |
| CYBER HORNET ETFs LLC | 340 | +20 | $48.1K | +$22.1K | 6.3% |
| NATIXIS ADVISORS, LLC | 231,492 | +84,981 | $32.7K | +$20.9K | 58.0% |
| Prestige Wealth Management Group LLC | 229 | +203 | $19.5K | +$17.4K | 780.8% |
| Archer Investment Corp | 140 | +98 | $19.8K | +$16.4K | 233.3% |
| Addison Advisors LLC | 232 | +29 | $32.8K | +$16.4K | 14.3% |
| Westfuller Advisors, LLC | 167 | +73 | $23.6K | +$16.0K | 77.7% |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | +85 | $20.9K | +$15.8K | 134.9% |
| Park Place Capital Corp | 226 | +27 | $32.0K | +$15.8K | 13.6% |
| SG Americas Securities, LLC | 125,117 | +84,943 | $17.7K | +$14.4K | 211.4% |
| Rialto Wealth Management, LLC | 104 | +90 | $14.7K | +$13.6K | 642.9% |
| Versant Capital Management, Inc | 188 | +20 | $26.6K | +$13.0K | 11.9% |
| Manchester Capital Management LLC | 175 | +17 | $24.8K | +$11.9K | 10.8% |
| Bell Investment Advisors, Inc | 156 | +27 | $22.1K | +$11.6K | 20.9% |
| CWM, LLC | 173,196 | +8,122 | $24.5K | +$11.1K | 4.9% |
| HRT FINANCIAL LP | 87,513 | +61,725 | $12.4K | +$10.3K | 239.3% |
| Cornerstone Planning Group LLC | 54 | +52 | $10.0K | +$9.9K | 2600.0% |
| ORG Partners LLC | 105 | +30 | $14.8K | +$8.7K | 40.0% |
| CANADA LIFE ASSURANCE Co | 89,429 | +33,874 | $12.6K | +$7.8K | 61.0% |
| SJS Investment Consulting Inc. | 52 | +50 | $7.4K | +$7.2K | 2500.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 101,779 | +259 | $14.4K | +$6.2K | 0.3% |
| True Wealth Design, LLC | 65 | +9 | $9.2K | +$4.6K | 16.1% |
| Private Wealth Management Group, LLC | 70 | +2 | $9.9K | +$4.4K | 2.9% |
| Grove Bank & Trust | 41 | +22 | $5.8K | +$4.3K | 115.8% |
| JFS WEALTH ADVISORS, LLC | 29 | +28 | $4.1K | +$4.0K | 2800.0% |
| Cambridge Investment Research Advisors, Inc. | 56,713 | +4,687 | $8.0K | +$3.8K | 9.0% |
| Financial Management Professionals, Inc. | 36 | +18 | $5.1K | +$3.6K | 100.0% |
| Fortitude Family Office, LLC | 35 | +14 | $5.0K | +$3.2K | 66.7% |
| Clearstead Trust, LLC | 31 | +14 | $4.4K | +$3.0K | 82.3% |
| SouthState Corp | 32 | +5 | $4.5K | +$2.3K | 18.5% |
| Transamerica Financial Advisors, LLC | 20 | +12 | $2.8K | +$2.2K | 150.0% |
| Bare Financial Services, Inc | 18 | +11 | $2.5K | +$2.0K | 157.1% |
| Retirement Wealth Solutions LLC | 21 | +3 | $3.0K | +$1.5K | 16.7% |
| Daiwa Securities Group Inc. | 13,244 | +4,735 | $1.9K | +$1.2K | 55.6% |
| DiNuzzo Private Wealth, Inc. | 9 | +5 | $1.3K | +$933 | 125.0% |
| Bay Harbor Wealth Management, LLC | 9 | +3 | $1.3K | +$788 | 50.0% |
| HFM Investment Advisors, LLC | 5 | +3 | $708 | +$546 | 150.0% |
| Dunhill Financial, LLC | 5 | +2 | $749 | +$531 | 66.7% |
| Activest Wealth Management | 3 | +1 | $424 | +$262 | 50.0% |
| CX Institutional | 2,574 | +248 | $364 | +$175 | 10.7% |
| BESSEMER GROUP INC | 1,477 | +184 | $208 | +$103 | 14.2% |
| HANTZ FINANCIAL SERVICES, INC. | 854 | +162 | $121 | +$65 | 23.4% |
| GW&K Investment Management, LLC | 268 | +6 | $38 | +$17 | 2.3% |
| Harvest Fund Management Co., Ltd | 147 | +47 | $21 | +$13 | 47.0% |
| Capital Advisors, Ltd. LLC | 7 | +2 | $1 | +$1 | 40.0% |